Filing Research | UNB - UNION BANKSHARES INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Cardinal Capital Management	Shares	104.5KSH	$2.5M
2	Community Financial Services Group, LLC	Shares	7.2KSH	$177.2K
3	1620 INVESTMENT ADVISORS, INC.	Shares	120SH	$2.9K
4	SBI Securities Co., Ltd.	Shares	23SH	$558
5	GAMMA Investing LLC	Shares	17SH	$412
6	IFP Advisors, Inc	Shares	12SH	$291
7	EverSource Wealth Advisors, LLC	Shares	9SH	$219
8	True Wealth Design, LLC	Shares	5SH	$122
9	Farther Finance Advisors, LLC	Shares	5SH	$121
10	Fortitude Family Office, LLC	Shares	2SH	$49
11	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$24
12	Capital Advisors, Ltd. LLC	Shares	2SH	$0

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	Cardinal Capital Management added	Shares	+1.9K	+$41.1K	$2.5M
2	IFP Advisors, Inc new	Shares	+12	+$291	$291
3	True Wealth Design, LLC new	Shares	+5	+$122	$122
4	EverSource Wealth Advisors, LLC added	Shares	+5	+$121	$219
5	Fortitude Family Office, LLC new	Shares	+2	+$49	$49
6	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$24	$24
7	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
8	GAMMA Investing LLC unchanged	Shares	0	-$1	$412
9	SBI Securities Co., Ltd. unchanged	Shares	0	-$1	$558
10	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	-$7	$2.9K
11	Farther Finance Advisors, LLC trimmed	Shares	-57	-$1.4K	$121
12	Scarborough Advisors, LLC exited	Shares	-58	-$1.4K	$0
13	Portus Wealth Advisors, LLC exited	Shares	-116	-$2.8K	$0
14	Community Financial Services Group, LLC trimmed	Shares	-1.0K	-$22.4K	$177.2K
15	Police & Firemen's Retirement System of New Jersey exited	Shares	-1.2K	-$29.2K	$0

Filing Research | UNB - UNION BANKSHARES INC Institutional Holdings